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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,717 | $138,385+0.2% | $184,200-24.7% | $80,874+71.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 21.82% | 20.02%+1.8pp | 28.80%-7.0pp | 35.62%-13.8pp |
| Employer contribution / active EE | $7,678 | $4,849+58.3% | $6,424+19.5% | $2,756+178.6% |
| Participant deferral / active EE | $26,979 | $7,073+281.5% | $9,132+195.4% | $4,297+527.9% |
| Admin fee / account holder | $8,923 | $10,483-14.9% | $13,907-35.8% | $6,935+28.7% |